Wealth Management

Improve Your Long-Term Financial Success with Georgetown Lawley Group’s Wealth Management, Financial Planning, and Investment Services

Georgetown Lawley Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients’ wealth as we strive to deliver an unprecedented level of personalized service.

We encourage you to visit the Georgetown Lawley Group website and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@georgetownlawley.com or call us at 800-648-8091 or 716-633-9800. We look forward to hearing from you.

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Our Services:

Investments:
Bonds (Taxable and Tax-free)
Common Stocks
Mutual Funds
Government Securities
Variable Annuities
ETF (Exchange Traded Funds)

Account Types:
Brokerage Accounts
Fee Based Advisory Accounts
IRAs
Fee Based
Traditional
Roth
SEP
Simple
Education
Beneficiary
Spousal
Custodial Accounts
Trust Accounts

Financial Planning:
Retirement Planning
Tax Planning
401(k) and 403(b) Plans
College Planning
Estate Planning
Corporate and Key Person
Profit Sharing

Insurance:
Disability Income
Life Insurance
Long Term Care
Additional Services:
Power of Attorney
Health Care Proxies
Living Wills
Notary

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Disclosures

Securities and Advisory Services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Georgetown Lawley Group, which is not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, IN, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.